Phase 3: Onboarding Exercises
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Onboarding Activity Checklist
A simple checklist that is designed for use during Practical CSM Framework Phase Three: Onboarding, for documenting the activities that need to be undertaken during the onboarding process, and which can then be used as a project management tool during the onboarding implementation Download
Onboarding Project Plan
A tool that is designed for use during Practical CSM Framework Phase Three: Onboarding, for documenting the core details for an onboarding project plan, plus the specific activities to be undertaken either in its entirety or (if multi-phased) during each separate phase of the onboarding process, which can be referred to at all stages during [...]
Onboarding Requirements Checklist
A short series of checklists for documenting research undertaken during Practical CSM Framework Phase Three: Onboarding. Includes a checklist for documenting information pertaining to all onboarding situations and a checklist for documenting additional information that might be required for a custom or bespoke onboarding service Download
Onboarding Scoring Matrix
A "quick and dirty" tool during Practical CSM Framework Phase Three: Onboarding, for gaining a rapid but non-detailed understanding of the overall level of onboarding assistance the customer is likely to require, based upon the relative complexity of four criteria, namely solution requirements, customization requirements, adoption requirements, and customer maturity level Download [...]
Managing the Onboarding Process
A discussion on best practices for managing the onboarding process, followed by some advice for how to develop the right onboarding services for your company. Managing the Onboarding Process Developing the Right Onboarding Services
Information for Customized Onboarding
A detailed overview of the information the CSM and customer need to research in order to prepare for customized onboarding. Information for Customized Onboarding
Information for Generic Onboarding
A detailed overview of the information the CSM and customer need to research in order to prepare for generic onboarding. Information for Generic Onboarding
Customized Onboarding and Full Adoption Services
An explanation of the differences and similarities between customized onboarding and full adoption services and a review of the three choices for onboarding: generic, customized or fully bespoke. Customized Onboarding and Full Adoption Services Three Choices for Onboarding: Generic, Customized or Fully Bespoke
Onboarding Services at Your Company
A discussion on how to determine what type (or types) of onboarding service might be the right service to offer your own customers. Onboarding Services at Your Company